Rose Spotlight

Transit times through major transshipment hubs may grow unreliable through September and October 2026 as severe weather, congestion, blank sailings, and Panama Canal restrictions overlap across the network.

Carriers report tightening capacity, equipment imbalances, and growing schedule uncertainty — with the Middle East and Red Sea the market's most significant risk through the rest of 2026.

The U.S. and Jordan announced a new Agreement on Reciprocal Trade to expand market access, improve customs procedures, and strengthen supply chain resilience.

A federal appeals court ruled the 10% Section 122 tariffs may continue to be collected while legal challenges proceed through the courts.